Know These Rules Before You Miss a Valuable Tax Deduction Making a deductible IRA contribution seems simple. However, in some cases for high earners the rules are not as simple and can be a little confusing. Your income, filing status, and employer benefits can complicate the rules. Let me walk you through 10 essential facts […]
10 Facts About Making Deductible IRA Contribution in 2025 Read More »
Ask Yourself These 19 Questions First Why Preparation Beats Prediction Recession or market drops aren’t a matter of if, they’re a matter of when. And while we can’t control the timing, we can control how we prepare. Think of it like a hurricane warning. You don’t wait for the wind to knock your door down
Are You Prepared for a Recession or Market Drops? Read More »
How Much Does a Financial Planner Cost? A common question for many advice seekers, but the answer is very uncommon and varies depending on what you would like to achieve. As a certified financial planner with expertise in serving clients across the wealth horizon, I have been given the opportunity to understand the various methods
Houston Financial Planning. There are many options available, but what’s right for you? When you live and work in a city like Houston, your financial decisions must be considered. As a Certified Financial Planner collaborating with people just like you, I’ve seen firsthand how local insights can make a big difference. Financial planning isn’t just
What to do if you make $200K a year and have $400K in debt or more! And actually the strategies and information I share in this insight can apply to many situations where someone’s income is less than half of their debts. Earning $200,000 a year sounds like you should feel financially free. But $400,000
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How to Save Money on Taxes Saving money on taxes can seem complicated, but it doesn’t have to be. With a bit of planning, you can reduce your tax bill and keep more of your hard earned money. In this how to insight, we’ll break down the key ways you can save on taxes. From
When it comes to transferring wealth to your children or grandchildren, understanding the IRS gift tax is key to keeping more of your money in the family and away from taxes. Let’s dive into the details of gifting and the potential tax implications, focusing on someone like yourself who may be considering passing down substantial
How Much Can I Give My Kids Before Paying IRS Gift Tax? Read More »
Filing taxes can feel like a chore for most of us, but for retirees, it presents unique challenges. If you’re retired, your tax situation likely involves several moving parts As a Certified Financial Planner working with high earners and high-net-worth retirees, I want to help make sure you’re prepared. In this insight, we’ll walk through
5 Issues to Consider Before You File Your 2024 Tax Return as a Retiree Read More »
Knowing important financial dates are essential to both long term and near term financial planning. Preparing for this financial landscape gets more complex as your years increase. Whether it’s planning for retirement, claiming Social Security, or managing taxes, certain milestones come with crucial decisions. Understanding these key dates can help you maximize your benefits, avoid
FAQ for the Important Financial Dates: A High Net Worth Guide Read More »
Understanding major financial deadlines is essential for everyone, it can make a world of difference in financial health. Knowing what numbers to focus on and when certain deadlines hit can keep your finances in check, ensure tax efficiency, and safeguard your wealth for years to come. This guide will walk you through important financial numbers
2025, A Guide to preparing for Major Financial Deadlines Read More »
